A Client’s Guide to Trust Accounting
What is a trust account? How do I know that my money is safe in a trust account? And other important questions… answered.
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Category: Blog
Why You Can’t Place Your Trust in QuickBooks or Excel
For decades, small law firms have been using QuickBooks and Excel to track and manage their trust account.
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Top 4 Ways Law Firms Get Out of Trust Account Compliance with Their State Bar
Most law firms are aware of state bar requirements for trust accounts, but that doesn’t prevent them from falling out of compliance.
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The 6 Trust Accounting Reports You Should Review Each Month
Insight and transparency into your trust account are a must for every attorney, but it can be challenging to know exactly which reports will give you the most thorough overview of your account.
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How to Perform a Three-Way Trust Reconciliation
Every state bar association requires that an attorney reconcile their trust bank statement to their clients’ individual balances either monthly or quarterly.
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